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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Robyn O'kelley (CRD# 5921755) is an Investment Advisor Representative working at Synovus Securities, Inc. in Rome, GA and has over 10 years of experience in the finance industry.
Matthew Oliver (CRD# 6147439) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Dalton, GA and has over 10 years of experience in the finance industry.
Mitchell Oliver (CRD# 5533558) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Dalton, GA and has over 15 years of experience in the finance industry.
Jefferson Olney (CRD# 6876948) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Calhoun, GA and has over 5 years of experience in the finance industry.
James Orr (CRD# 2527765) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rome, GA and has over 29 years of experience in the finance industry.
Daniel Owens (CRD# 2247820) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rome, GA and has over 31 years of experience in the finance industry. Daniel Owens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Justin Owens (CRD# 5214058) is an Investment Advisor Representative working at Horizon Advisors, LLC in Rome, GA and has over 14 years of experience in the finance industry. Justin Owens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tyler Owens (CRD# 5552341) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rome, GA and has over 10 years of experience in the finance industry.
Brian Parker (CRD# 4280596) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 14 years of experience in the finance industry. Brian Parker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jerry Parrish (CRD# 4951494) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Calhoun, GA and has over 18 years of experience in the finance industry.